The Cook & Boardman Group, LLC · 1 day ago
Field Reporting Specialist
Bedford Heights, OH
Full-time
Onsite
Entry Level
1+ years expThe Cook & Boardman Group is the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services. They are seeking a Field Reporting Specialist to provide administrative and organizational support to the Customer Service, Branch Compliance, and Finance teams, including managing field technician information and invoicing processes.
ConstructionArchitecture & DesignArchitectureCommercial
Responsibilities
Provide administrative and organizational support to the Customer Service, Branch Compliance, & Finance teams
Assess field technicians’ information and data for accuracy, enter the information into the company’s systems and keep the field technician’s information current and up to date in the company’s data base
Meet or exceed minimum required KPI standards for the job as follows
KPI - Acquisition of new field technicians under contract on a quarterly and annual basis
KPI - Contract administration time. Percentage of time spent from initial contact to signed agreement and uploaded into Great Plains
KPI - Percentage of renewals
KPI – Field Technician labor and trip charge percentage of increase and decrease
KPI – Field Technician rating process updated and complete
Communicate and or negotiate with existing field technicians’ as well as new field technicians to obtain and manage field technician information necessary for the company to be fully compliant
Retrieves assess for accuracy and escalate all field technicians past due invoices for payment, correction, or resolution. When resolution or correction is necessary, follow the process until invoice can be submitted for payment or denied
Resolve any field technician’s non-compliance issues with regards to policy, procedures, and performance
Maintain and update field technician’s internal database mapping and software
Perform special projects and other duties as assigned
Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, vendors, co-workers, and management
Other relative duties as assigned
Qualification
Required
1+ years of experience with the industry, preferred
Excellent written and verbal communication skills and problem-solving skills
Proficient in Microsoft products, including but not limited to Excel, Word, and Outlook
Functional and working knowledge of computers
Must pass pre-employment background check and drug screen
Some experience with field technicians in the security related industry
Ability to read and understand basic documents
Effective time management and organizational skills
Effective communication skills both verbal and in writing, good mathematical skills
Understanding of basic security related products and skills
Professional and polished in both appearance and speech
Benefits
Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
Work-Life Balance: Generous paid time off for rest, family, and self-care.
Career Growth: You’ll benefit from continuous learning, mentorship, and leadership training including access to C&B University, our in-house development program.
Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.
Company
The Cook & Boardman Group, LLC
For over 65 years, The Cook & Boardman Group has been at the forefront of the construction and security industries, evolving from a regional distributor into the nation’s largest provider of Doors, Frames, & Hardware Solutions and Electronic Security & Access Control.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2023-09-29Acquired
Leadership Team
D
David Eisner
Chief Executive Officer
Recent News
2026-01-06
2025-11-18
2025-08-13
Company data provided by crunchbase